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Sales Integrations

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kvlschaefer on November 08, 2022

App Spotlight #5: App Accelerator Program Sales Hub & CRM Apps 🧰

It’s time for last edition of the App Accelerator Program Spotlight! We hope you have enjoyed this series, and learned something new. Last week, we highlighted: . This week, we would like to spotlight three apps that integrate with your CR read more

Reply Contacts CRM Deals Developer Integrations Sales Tasks Templates Tickets Workflows

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Ignazio on November 08, 2021

Best integrations to customize quotes

Hi everyone! I’m searching for a solution to customize quotes wich is fully integrated with HubSpot data and pipelines. I basically need to (1) customize quotes templates and (2) automatically use certain templates to generating the quotes depe read more

Reply How-To Sales Templates Workaround

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himanshurauthan

Thought Leader | Elite Partner

November 10, 2021 05:06

Hi @natsumimori , thank you for tagging me in, and Apologies for the late response. So @Ignazio So the quote customization tool is in beta, bu...read more

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Vincent_Causse on July 20, 2021

Integration between Pandadoc with Integromat

Hi, I try to configure a new integration between Hubspot and Pandadoc with Integromat. Target : send document pandadoc when deal hubspot are in specific deal stage. Realisation : Sending is ok, token in pandadoc are recuperated in hubspot. read more

Reply Integrations Sales Templates

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AnxiouslyEager

Participant

August 02, 2021 10:40

Hi there @Vincent_Causse Michaela from Integromat here! Soooo you’re building a scenario that watches the stage the deal is at. At a certain...read more

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andrewinfinity on January 10, 2017

Panda DOC integration

We use the intergration between Hubspot and PandaDOC. We generally open up the panda doc through the deal in Hubspot. If we have gone straight to Panda Doc instead of accessing Panda Doc thru Hubspot can you go back and allowcate that document to th read more

Reply Deals Documents Templates

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